FFN
Focus Financial Network Portfolio holdings
AUM
$2.53B
1-Year Return
18.55%
This Quarter Return
+8.12%
1 Year Return
+18.55%
3 Year Return
+81.68%
5 Year Return
+117.78%
10 Year Return
–
AUM
$1.8B
AUM Growth
+$194M
(+12%)
Cap. Flow
+$75.9M
Cap. Flow
% of AUM
4.22%
Top 10 Holdings %
Top 10 Hldgs %
32.86%
Holding
612
New
43
Increased
286
Reduced
216
Closed
23
Top Buys
Top Sells
| 1 |
Vanguard ESG International Stock ETF
VSGX
|
$10.6M |
| 2 |
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
|
$5.05M |
| 3 |
Shopify
SHOP
|
$4.83M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$4.74M |
| 5 |
ServiceNow
NOW
|
$3.88M |
Sector Composition
| 1 | Technology | 12.17% |
| 2 | Healthcare | 3.64% |
| 3 | Consumer Discretionary | 3.22% |
| 4 | Financials | 2.95% |
| 5 | Industrials | 2.84% |
